11/20/2014
Vestra Wealth boosts senior team with Barclays and Julius Baer hires
Vestra Wealth has hired four senior wealth managers specialising in high net worth, entrepreneurial and family clients.
11/20/2014
Edmond De Rothschild Group Appoints Head Of Sovereign Funds
The asset management division of the Edmond de Rothschild Group has appointed Marcus Money-Chappelle as head of sovereign funds, a newly created position.
11/20/2014
German private bank names London head
He will work alongside Hendrik Riehmer, one of the bank's personally liable partners.
11/18/2014
Adrian Lowcock joins Axa Wealth as head of investing
Former Hargreaves senior investment manager Adrian Lowcock has joined Axa Wealth as head of investing.
11/18/2014
Smith & William hires former M&G euro equity chief Giles Worthington
Worthington joins from RiverCrest Capital where he has managed the group’s European Equity Alpha fund for the last three years.
11/18/2014
Barclays Makes Two Senior Hires to Its Wealth and Investment Management Team
“Their appointments underscore our commitment to attracting the very best wealth advisors in order to deliver customized investment solutions that match the financial profiles and risk appetites of our high net worth clients.”
11/18/2014
Spence founded DSP in 2002.
11/17/2014
Investec Wealth & Investment boosts team with Julius Baer hire
He joins as a senior investment director is a chartered wealth manager with a focus on entrepreneurs and corporate executives.
11/17/2014
Hargreaves Lansdown has appointed Steve Clayton as its head of equity research.
11/17/2014
The Swiss asset manager hired a team from Barings Asset Management to manage multi-asset funds.
11/14/2014
Highmount Capital LLC announces Steven Hoch as Chief Executive Officer and Maarten van Hengel as Chief Investment Officer.
11/14/2014
TD Wealth Private Client Group announces new COO
Former CEO of Standard Chartered Private Bank, Americas moves up
11/13/2014
Goldman’s Latest Partner Class Will Join Some 400 Current Partners
11/12/2014
Wells Fargo nets $972M JPMorgan team
The Reed, Gates, Strait Wealth Management group joins Wells Fargo Advisors in Lexington, Ky.
11/12/2014
EFG International appoints new CEO for Luxembourg from Credit Suisse
He was formerly at Credit Suisse in Luxembourg, which he joined in 2007
11/12/2014
Hillgarth joins JPM Overseas IT board
Currently a director of Euromoney Institutional Investor, between 2005 and 2012 Hillgarth was a director at Jupiter Asset Management.
11/12/2014
Evercore Wealth Management Names Managing Director, Portfolio Manager
She joins Evercore Wealth Management from Brandywine Group Advisors, a multifamily office
11/11/2014
Deutsche Asset & Wealth Management adds Private Bankers in New York
With over 30 years of industry experience, Kirby joined as a Managing Director and Private Banker
11/11/2014
Team From J.P. Morgan Private Bank jump ship
The team, which focuses on high-net-worth clients, managed more than $972 million in combined assets and deposits and had $5.95 million in revenue
11/11/2014
Forex broker adds PwC and Rothschild finance pro to its Board
He held the position of Chief Financial Officer at Edmond de Rothschild Group for two years, following a two year tenure as Chief Financial Officer at EFG International Ltd.